+115.4%
EXP vs VOO
+317.9%
-202.5%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +2.3% | 0.0% | -0.6% |
| 7D | -2.6% | +0.1% | -2.7% | -2.7% |
| 30D | +15.6% | -3.3% | +18.9% | +20.4% |
| 3M | -11.0% | -2.4% | -8.6% | -8.5% |
| 6M | -9.3% | +2.6% | -11.9% | -12.6% |
| YTD | -7.5% | +11.3% | -18.8% | -19.6% |
| 1Y | -7.5% | +13.4% | -21.0% | -21.6% |
| 3Y | +16.9% | +80.3% | -63.4% | -45.2% |
| 5Y | +20.8% | +72.7% | -51.9% | -39.6% |
| 10Y | +115.4% | +310.0% | -194.6% | -64.7% |
| All | +115.4% | +317.9% | -202.5% | -64.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded VOO wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling